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Keep marketing ops updated when students complete contracts

Marketing ops miss enrollment updates when contracts finish, causing onboarding delays and mis-targeted campaigns. This workflow updates the student CRM on contract completion so onboarding and success can begin next steps without manual lookup.

Keep marketing ops updated when students complete contracts

Overview

Marketing ops risk stalled enrollments when contract completions aren't recorded. This workflow keeps student CRM enrollment statuses current at contract completion so onboarding and success start outreach without manual lookup, reducing missed follow-ups and improving handoffs.

Notable Features

  • Mark student records as enrolled
  • Notify onboarding and success teams
  • Flag missing records for review

Keep marketing ops updated when students complete contracts